Question · Q2 2024
Shawn from Citigroup asked about the competitive positioning of Voyager's anti-tau therapy relative to Biogen's program and the key remaining steps before the SOD1 silencing gene therapy IND filing.
Answer
CEO Dr. Al Sandrock differentiated Voyager's C-terminal targeting antibody from Biogen's discontinued N-terminal antibody and positioned its tau-silencing gene therapy as a one-time IV alternative to Biogen's intrathecal ASO, BIIB080. CMO Dr. Toby Ferguson identified the ongoing GLP toxicology studies as the main gating item for the SOD1 program's IND submission.
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